Angeles Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
2,685
+567
| +27% | +$68.6K | 0.02% | 247 |
|
|
2025
Q1 | $236K | Sell |
2,118
-1,131
| -35% | -$126K | 0.02% | 261 |
|
|
2024
Q4 | $316K | Buy |
3,249
+110
| +4% | +$10.7K | 0.03% | 199 |
|
|
2024
Q3 | $361K | Sell |
3,139
-162
| -5% | -$18.6K | 0.03% | 170 |
|
|
2024
Q2 | $351K | Sell |
3,301
-195
| -6% | -$20.8K | 0.03% | 160 |
|
|
2024
Q1 | $338K | Buy |
3,496
+14
| +0.4% | +$1.35K | 0.03% | 159 |
|
|
2023
Q4 | $352K | Buy |
3,482
+228
| +7% | +$23K | 0.04% | 136 |
|
|
2023
Q3 | $331K | Buy |
3,254
+365
| +13% | +$37.2K | 0.05% | 118 |
|
|
2023
Q2 | $292K | Buy |
2,889
+90
| +3% | +$9.08K | 0.04% | 144 |
|
|
2023
Q1 | $258K | Sell |
2,799
-310
| -10% | -$28.5K | 0.04% | 148 |
|
|
2022
Q4 | $282K | Buy |
+3,109
| New | +$282K | 0.05% | 137 |
|
|
2022
Q2 | – | Sell |
-2,978
| Closed | -$261K | – | 211 |
|
|
2022
Q1 | $261K | Buy |
+2,978
| New | +$261K | 0.05% | 143 |
|